Taking another step to enhance national security, the U.S. Department of the Interior has formally accepted a draft list of 35 minerals deemed critical to the American economy and defence. Resulting from a presidential order to reduce reliance on essential raw materials from potentially unreliable or unfriendly sources, the list received 453 public comments after being compiled by the U.S. Geological Survey. The agenda now moves to the strategy stage, with a final report expected by August on approaches to cut dependence. Topics will include:

the status of recycling technologies

alternatives to critical minerals

options for accessing critical minerals from allies and partners

a plan to improve geological mapping in the U.S.

recommendations to streamline lease permitting and review processes

ways to increase discovery, production and domestic refining of critical minerals

The Americans’ heightened interest in sourcing these necessities from allies and partners brings to mind companies like Commerce Resources TSXV:CCE, which has two advanced-stage Canadian properties hosting four critical minerals. At the company’s northern Quebec Eldor property, Commerce undertakes pre-feasibility studies on the Ashram deposit, hosting a rare earths resource with fluorspar byproduct potential. In central British Columbia, the company holds the Blue River tantalum-niobium deposit. Those two metals are also the subject of early-stage exploration on Eldor, a few kilometres from Ashram.

“Ultimately, what’s obvious from this critical minerals list is the U.S. government’s interest in cutting the Chinese umbilical cord,” points out company president Chris Grove. “A commonality that we at Commerce keep hearing is anxiety from companies in all of the major markets outside China—Japan, Korea, Germany, Austria, the U.S., France—companies in all these countries are concerned about future supplies of these commodities and they don’t want to have to depend on them from China. Essentially, the theme of this critical commodities list is getting it from somewhere besides China.”

And although China looms large, it’s not the only source of dubious reliability.

“There’s a huge increase in risk once you step outside North America. With our locations, we definitely benefit from that negation of jurisdictional risk.”

Mineralogy reduces another category of risk. “Looking at the specifics of our projects, both Ashram and Blue River are processed very positively with standard techniques,” Grove adds. “We’re not re-creating the wheel here, we’re not re-splitting the atom. Well-understood metallurgical processes work on both of our projects.

“Meanwhile we have ongoing optimization work on Ashram and also on the flowsheet for Blue River and there will be more data released in a timely manner on these potential successes.”

The company has early-stage prospects too, emphasized by especially high-grade niobium, along with tantalum, on the Miranna claims. Located on the same Eldor property hosting Ashram, the project has a 43-101 technical report now nearing completion. Subject to exchange approval, Miranna would then come under a 75% earn-in by Saville Resources TSXV:SRE.

USGS data accentuates American reliance on foreign sources for Commerce’s four minerals. Data from 2013 to 2016 shows the U.S. imported 78% of its rare earths from China, with much of the other 22% originating in Chinese-produced concentrates. China produced only 8% of American fluorspar imports, but Mexico supplied 71%. U.S. imports of tantalum minerals came 40% from Brazil and 26% from Rwanda, while America’s tantalum metal originated 23% in China and 12% in Kazakhstan. An overwhelming 72% of niobium, a crucial component to military, infrastructure and other uses, came from Brazil—most of it from a single company.